BOS Asset Management’s Vanguard Morningstar Growth ETF VUG Stock Holding History

BOS Asset Management’s Portfolio VUG Stock Details VUG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.01M	Buy	11,670 +96	+0.8%	+$8.08K	0.23%	77
2026 Q1	$843K	Hold	11,574	–	–	0.22%	85
2025 Q4	$941K	Hold	11,574	–	–	0.25%	74
2025 Q3	$925K	Sell	11,574 -594	-5%	-$45.4K	0.26%	71
2025 Q2	$889K	Hold	12,168	–	–	0.28%	65
2025 Q1	$752K	Sell	12,168 -48	-0.4%	-$3.24K	0.26%	72
2024 Q4	$836K	Hold	12,216	–	–	0.3%	56
2024 Q3	$782K	Sell	12,216 -48	-0.4%	-$2.98K	0.29%	65
2024 Q2	$764K	Sell	12,264 -594	-5%	-$34.6K	0.35%	55
2024 Q1	$738K	Hold	12,858	–	–	0.39%	52
2023 Q4	$666K	Buy	12,858 +1,386	+12%	+$66.9K	0.46%	50
2023 Q3	$521K	Hold	11,472	–	–	0.38%	65
2023 Q2	$541K	Buy	11,472 +918	+9%	+$39.8K	0.42%	59
2023 Q1	$439K	Hold	10,554	–	–	0.37%	66
2022 Q4	$375K	Buy	+10,554	New	+$388K	0.33%	76

Other funds holding VUG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

BOS Asset Management's VUG Position: Q2 2026 in Review

BOS Asset Management increased its Vanguard Morningstar Growth ETF (VUG) stake by 0.83% in Q2 2026, buying an estimated $8.08K and bringing the position to 11,670 shares worth $1.01M. The position accounts for 0.23% of the portfolio, ranked #77.

BOS Asset Management first reported a position in VUG in Q4 2022 and has held it in 15 quarters since. 2,897 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

BOS Asset Management held 11,670 shares of Vanguard Morningstar Growth ETF worth $1.01M as of Q2 2026.
BOS Asset Management bought 96 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $8.08K.
Vanguard Morningstar Growth ETF made up 0.23% of BOS Asset Management's portfolio in Q2 2026, its #77 holding.
BOS Asset Management first reported a position in Vanguard Morningstar Growth ETF in Q4 2022 and has held it in 15 quarters since.
2,897 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.